Knowledge You Can Rely On
We’ve sourced a team of professionals with differing perspectives and skill sets, including in-house CFPs, CFAs, and an estate attorney. We apply our breadth of experience and specialized knowledge to advocate for you in every area that affects your financial life.
Teamwork Driven Results
You have big dreams. We have a big team dedicated to supporting you in that pursuit. In practice, this looks like us sitting down as a team to review your entire financial picture annually, so we can help move you within reach of those dreams.
CCR Wealth’s Big-Picture Capabilities
If it affects your finances, it affects your life. We’ve built a one-stop shop where you can find goal-centered solutions for the full spectrum of your financial concerns.
About Our Team
We’ve curated a team of professionals with varying specialties, enabling us to help you seamlessly pursue each of your goals. From in-house advisors, to CFPs, CFAs accredited investment fiduciaries, and more, our team does it all.
About You
Whether you’re a young professional looking to pay off student loans, a business owner seeking prudent advice, or a pre-retiree looking to maximize your income potential, CCR is for you. We’ll serve you diligently throughout every life stage.
About Our Process
We take a deliberate, personalized approach to financial planning. Although we boast a big team, you won’t get lost in the shuffle. Continuous communication and intensive, cyclical reviews of your complete financial picture help you stay the course with confidence.
Stability You Can Trust
Our team members have been with us for an average of almost ten years, and many of our clients have been with us for just as long. Through all of life’s ups and downs, we’ll be here for you. And you can count on it.
Everything You Need. Right Here.
CCR Wealth offers a wide range of services, aiming to serve as your one-stop shop for all your financial concerns.
Pick and choose the services you need for your unique situation and plan.
For Advisors: Expand Your Practice
Joining our network of advisors provides you with the best of both worlds: the independence to build your own practice and solutions for your clients, while also being a member of the CCR team with access to all of our extensive resources and support.
Have a Question?
Let's Talk.
Our Financial Team has years of combined experience, and we're here to help you through your financial journey. Reach out today.
Check Out the Latest CCR Insights
CCR Wealth’s team of experienced professionals work together to create insights, provide original analysis, simplify complex financial topics and answer your questions. This collection of CCR Wealth-created and curated videos and written commentary drills down to the essential information you need.
Making Cash Flow Count with Tax-Smart Strategies
When it comes to managing your finances, even small decisions can make a big difference. By understanding your cash flow and approaching it with a strategic, tax-intelligent mindset, you can make your money work harder for you and move closer to your long-term goals.
From Saving to Spending Build a Tax-Smart Withdrawal Strate
A smart, tax-efficient withdrawal strategy can help you make the most of your savings, ensuring a fulfilling and confident retirement. Start planning today!
5 Tax Strategies to Maximize Returns and Minimize Burdens
Learn how to boost returns and minimize taxes with five simple strategies.
Social Security Says 2.5% COLA in 2025
Social Security beneficiaries will receive a 2.5% increase in 2025, per the Social Security Administration. The COLA adjustment will impact over 72.5 million beneficiaries. Beneficiaries will receive a new one-page COLA summary detailing the new benefits and the exact date the 2025 adjustment will start.
2025 Federal Income Tax Charts
Don’t let tax season catch you off guard! Plan ahead with this chart that summarizes key tax info based on income levels.
2025 Retirement Contribution Limits
The 2025 contribution limits for retirement plans are now live! Check out the chart for key differences from 2024.
Explore the Potential of Charitable Trusts
Are you looking to make a lasting impact while also reaping potential tax benefits? Charitable trusts could be your answer!
Year-End Charitable Giving Strategies to Consider
As December 31 approaches, charitable giving becomes top of mind for many individuals. Whether driven by a desire to maximize tax incentives, honor a loved one, or thoughtfully allocate year-end bonuses, this season is a strategic time for philanthropy. For high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, giving often requires careful planning and involves more advanced…
Turn Your RMDs into Charitable Donations
High Net Worth & Ultra High Net Worth individuals can leverage advanced strategies to maximize charitable impact while optimizing tax benefits!
January 2025 Market Outlook
In 2025, potential policy shifts, including tariffs and deregulation, may impact the market. Although tariffs face criticism, they haven’t hindered S&P 500 growth historically. Previous deregulation efforts in energy led to poor performance. With a narrow majority in the House, policy changes may be challenging, prompting investors to stay cautious amid uncertainty.